Lokken Investment Group LLC Acquires New Shares in Comcast Corporation $CMCSA

Lokken Investment Group LLC purchased a new position in Comcast Corporation (NASDAQ:CMCSA) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 37,257 shares of the cable giant’s stock, valued at approximately $1,171,000.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC lifted its stake in Comcast by 150.9% in the fourth quarter. Brighton Jones LLC now owns 166,265 shares of the cable giant’s stock worth $6,240,000 after purchasing an additional 99,986 shares during the last quarter. Voya Financial Advisors Inc. raised its holdings in Comcast by 3.2% during the 2nd quarter. Voya Financial Advisors Inc. now owns 83,883 shares of the cable giant’s stock valued at $2,963,000 after buying an additional 2,593 shares during the last quarter. OLD National Bancorp IN boosted its position in Comcast by 9.2% during the 2nd quarter. OLD National Bancorp IN now owns 40,559 shares of the cable giant’s stock valued at $1,448,000 after buying an additional 3,420 shares during the period. Beacon Financial Advisory LLC bought a new stake in Comcast in the 2nd quarter worth $226,000. Finally, Merit Financial Group LLC increased its position in shares of Comcast by 2.6% in the second quarter. Merit Financial Group LLC now owns 119,740 shares of the cable giant’s stock valued at $4,274,000 after acquiring an additional 3,013 shares during the period. 84.32% of the stock is currently owned by hedge funds and other institutional investors.

Comcast Price Performance

NASDAQ CMCSA opened at $29.76 on Wednesday. The stock has a 50-day moving average of $28.53 and a 200 day moving average of $30.22. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.88 and a current ratio of 0.88. The company has a market capitalization of $108.44 billion, a price-to-earnings ratio of 5.54, a PEG ratio of 2.25 and a beta of 0.81. Comcast Corporation has a one year low of $25.75 and a one year high of $37.97.

Comcast (NASDAQ:CMCSA) last released its quarterly earnings data on Thursday, January 29th. The cable giant reported $0.84 earnings per share for the quarter, beating the consensus estimate of $0.75 by $0.09. Comcast had a net margin of 16.17% and a return on equity of 16.86%. The firm had revenue of $32.31 billion during the quarter, compared to analysts’ expectations of $32.35 billion. During the same period in the previous year, the company earned $0.96 earnings per share. The firm’s quarterly revenue was up 1.2% on a year-over-year basis. On average, sell-side analysts forecast that Comcast Corporation will post 4.33 EPS for the current year.

Comcast Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Wednesday, April 1st will be given a dividend of $0.33 per share. This represents a $1.32 dividend on an annualized basis and a yield of 4.4%. The ex-dividend date is Wednesday, April 1st. Comcast’s dividend payout ratio is 24.58%.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the company. Deutsche Bank Aktiengesellschaft dropped their price objective on Comcast from $40.00 to $35.00 and set a “buy” rating for the company in a report on Friday, January 30th. Zacks Research raised shares of Comcast from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 9th. UBS Group cut their price objective on Comcast from $36.00 to $32.00 and set a “neutral” rating on the stock in a research report on Friday, January 30th. BNP Paribas Exane lowered their target price on Comcast from $28.10 to $28.00 and set a “neutral” rating for the company in a research note on Tuesday, January 27th. Finally, Royal Bank Of Canada lowered their price target on shares of Comcast from $32.00 to $31.00 and set a “sector perform” rating for the company in a research report on Friday, January 16th. Ten research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $34.90.

Key Headlines Impacting Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: BofA raises its price target on Comcast amid the company’s media-asset reorganization, supporting upside expectations. BofA boosts Comcast (CMCSA) price target amid media asset reorganization
• Positive Sentiment: Large asset managers show mixed but meaningful position moves — BlackRock added ~19.6M shares (per Q4 institutional data), a vote of confidence from a major holder. Comcast Corporation (CMCSA) Releases Q4 2025 Earnings: Revenue Up but EPS Down
• Positive Sentiment: Comcast’s Project UP digital-access initiative is expanding to more Easterseals affiliates — a positive for brand, regulatory goodwill and long-term subscriber potential. Easter Seals Houston Program to Expand Across the Nation Through Comcast’s Billion-Dollar Project Up Initiative
• Neutral Sentiment: Rosenblatt reiterates a “Neutral” rating on CMCSA, reflecting balanced near-term outlook from some sell‑side desks. Comcast’s (CMCSA) “Neutral” Rating Reiterated at Rosenblatt Securities
• Neutral Sentiment: Short-interest data published this week appears erroneous/zeroed (shows 0 shares / NaN increases), so don’t read it as a reliable signal until corrected by exchanges — short‑interest noise is unlikely to be a driver today.
• Negative Sentiment: Q4 2025 results: revenue modestly up (~+1.2% YoY) but operating profit (-30%) and net income (-54.6%) fell sharply; diluted EPS dropped ~51.6% YoY — headline EPS weakness is the main near-term negative catalyst despite stronger cash flow and liquidity. Comcast Corporation (CMCSA) Releases Q4 2025 Earnings: Revenue Up but EPS Down
• Negative Sentiment: Several sell‑side firms trimmed price targets recently (Scotiabank, Deutsche, UBS among others), increasing analyst downside risk despite some buys — this puts pressure on sentiment. Comcast (CMCSA) Price Target Reduced at Scotiabank
• Negative Sentiment: Notable institutional selling was reported (JPMorgan removed a large stake) and congressional insiders have been net sellers recently — selling pressure from big holders can weigh on the stock. Comcast Corporation (CMCSA) Releases Q4 2025 Earnings: Revenue Up but EPS Down

About Comcast

Comcast Corporation (NASDAQ: CMCSA) is a diversified global media and technology company headquartered in Philadelphia, Pennsylvania. Its principal operations are organized around Comcast Cable, which provides broadband internet, video, voice and wireless services to residential and business customers in the United States under the Xfinity and Comcast Business brands, and NBCUniversal, a media and entertainment group that develops, produces and distributes content across broadcast and cable networks, film, and streaming platforms.

NBCUniversal’s assets include the NBC broadcast network, a portfolio of cable channels, Universal Pictures and other film and television production businesses, and the Peacock streaming service.